Nfp Retirement, Inc. Portfolio Holdings by Sector
Nfp Retirement, Inc.
- $2.18 Trillion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
VRSN MSFT PANW PLTR ORCL ADBE 6 stocks |
$18.8 Million
0.87% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
GILD LLY AMGN JNJ ABBV MRK 6 stocks |
$16.5 Million
0.76% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BSX ABT SYK 3 stocks |
$16.4 Million
0.76% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$16.1 Million
0.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
CII BUI BST BME DNP KKR FSK 7 stocks |
$12.1 Million
0.56% of portfolio
|
2
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
SOFI AXP V PYPL 4 stocks |
$11.6 Million
0.54% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM 3 stocks |
$10.3 Million
0.48% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$9.29 Million
0.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
RWR VTI VTI 3 stocks |
$7.63 Million
0.35% of portfolio
|
3
|
- |
1
|
- |
0
Calls
1
Puts
|
|
Insurance Brokers | Financial Services
AON BRO 2 stocks |
$4.79 Million
0.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$4.73 Million
0.22% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
NHI WELL MPW PEAK 4 stocks |
$3.89 Million
0.18% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX CVE 3 stocks |
$3.85 Million
0.18% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$3.42 Million
0.16% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$3.24 Million
0.15% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$3.02 Million
0.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$2.89 Million
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC 3 stocks |
$2.5 Million
0.12% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$1.87 Million
0.09% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM HL SBSW 3 stocks |
$1.82 Million
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
ZION TFC USB 3 stocks |
$1.59 Million
0.07% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI CSCO 2 stocks |
$1.43 Million
0.07% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SHOP CRM UBER DOMO 4 stocks |
$1.16 Million
0.05% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$1.05 Million
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$1.01 Million
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Aerospace & Defense | Industrials
BA RTX 2 stocks |
$967,733
0.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$949,701
0.04% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$934,136
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO NEE 2 stocks |
$899,494
0.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$862,222
0.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$784,372
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$752,823
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI 2 stocks |
$727,916
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ROP 2 stocks |
$567,809
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$562,791
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$500,066
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL 1 stocks |
$467,721
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$438,688
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
ACM 1 stocks |
$417,582
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$396,741
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$336,145
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$307,819
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$266,039
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Silver | Basic Materials
AG 1 stocks |
$264,640
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$225,454
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$224,231
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
DNN UUUU 2 stocks |
$220,060
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$218,727
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$206,853
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
BTEGF 1 stocks |
$107,400
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
LFVN 1 stocks |
$97,731
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
SABR 1 stocks |
$57,655
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Drilling | Energy
RIG BORR 2 stocks |
$55,250
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
IVV SHV AGG IDEV ONEQ TFLO IJH SCHD 176 stocks |
$0
91.95% of portfolio
|
107
|
60
|
23
|
- |
0
Calls
1
Puts
|